Delegate approvals and tasks to another user

Extend Now Platform capabilities > Manage service capabilities > Self-service > Exploring Self-service Overview >

If you're out of the office, you can delegate responsibilities to another active user for a period of time.

Role required: none

Navigate to All > Self Service > My Profile . In the Delegates related list, click New . If the Delegates related list is not visible, do one of the following: Select a different view, such as the ITIL or Default view, by selecting the Additional actions menu > View > (name of view) .

Configure the form to add the Delegates related list. For more information, see Configuring the form layout .

Select an active user as your Delegate. Select date values from the Starts and Ends fields to set the period of time during which a delegate can work on your behalf. Specify the responsibilities the delegate will assume by selecting the following check boxes. You can delegate: Approvals : The delegate can approve items on your behalf. Assignments : The delegate can view and work on tasks assigned to you. All notifications : The delegate receives a copy of email notifications sent to you, except those marked as Meeting Invitation. Note: If the Approvals check box is selected but All notifications is not, the delegate does not receive approvals. If your delegate gets email notifications, they will be the same email notifications sent to you. The delegate may be confused to see "Incident assigned to you" emails, so make sure they know they are a delegate. Meeting invitations : The delegate receives a copy of email notifications sent of the type Meeting Invitation.

Parent Topic: Service Delegation